Legal Intake Specialist

The Thumbs Up Guys

North Charleston (SC)

On-site

USD 26,000 - 34,000

Full time

14 days+

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Benefits offered by this job

Bonus pay
In-office work

Job summary

The Thumbs Up Guys, a Charleston-based personal injury law firm, is hiring for a full-time Legal Case Consultant - Legal Intake. This in-office role supports the intake team, greeting callers warmly and gathering case details to determine eligibility.

Compensation ranges from $19 to $25 per hour with bonuses for signed cases. Availability on evenings and weekends is required; benefits and growth opportunities are highlighted in the role overview.

Qualifications

  • Prior sales experience preferred. Must be able to sell the firm and our services.
  • Bilingual a plus.
  • Ability to provide empathy to potential clients.
  • Conflict resolution skills.
  • Call control.
  • Prior customer sales experience is a plus.
  • Excellent computer skills.
  • Ability to handle disruptions in your day and re-focus.
  • Ability to meet KPIs.
  • Attention to detail and accuracy.
  • Ability to problem-solve and think on your feet.
  • Ability to work all hours is a must, which includes nights and weekends.
  • Team player.

Responsibilities

  • Answer incoming calls to the firm and quickly direct them to the appropriate party, whether it's a new intake to be completed by you, a current client needing to speak with their legal team, or a provider calling about a current case, etc.
  • Build assurance and use empathy throughout the call as you gather contact information and case details, and verify that all information is correct to evaluate their potential case.
  • Evaluate potential cases using our firm's case criteria.
  • Assist potential new client with e-signing documentation, schedule investigators to meet with clients, or schedule them to come to one of our local offices to sign.
  • If not a potential case, connect with referral partners.
  • Exhibit good call control and flow; keep call times within targeted duration.
  • Fill out all required fields for the intake in Lifity.
  • Ask all questions; complete the questionnaire accurately.
  • Use suggested phrases and selling points.
  • Complete tasks by due dates.
  • Assist in any other tasks for intake.

Skills

Sales experience
Bilingual
Empathy
Conflict resolution
Call control
Team player
Attention to detail
KPIs
Customer service
Computer skills

Tools

Lifity

Job description

We are a growing Charleston Personal Injury Law Firm with a fast-paced team environment working with injured clients and their legal concerns.

We are currently hiring for full-time positions.

All members of the Intake Department must have availability to be staffed within the following shift times:

Monday - Friday: 11:30 am - 8 pm

Saturday: 8am - 4pm or 10am - 6pm

Sunday: 8 am - 4 pm or 10 am- 6 pm

This is a full-time, in-office position at our headquarters office in North Charleston, South Carolina.

In addition to the hourly rate of pay, our Intake Department is also given bonuses for each case they successfully sign.

Why You Should Apply (at a Glance)
  • Voted one of the Best Law Firms to Work For 2023
  • Competitive benefits
  • Company events
  • Centralized local office
  • Bonus pay
  • Commitment to employee career growth
  • Quarterly Departmental Awards/Excursions
Legal Case Consultant - Legal Intake
Role Objective

You are the first voice anyone who calls our firm will hear, so it's imperative that you greet callers with a warm, friendly, and welcoming demeanor. The objective of the full-time New Client Advocate is to leave every caller feeling appreciated, heard, and valued, regardless of whether we are able to take their case or not.

Compensation:

$19 - $25 hour

Qualifications
  • Prior sales experience preferred. Must be able to sell the firm and our services.
  • Bilingual a plus.
  • Ability to provide empathy to potential clients.
  • Conflict resolution skills.
  • Call control.
  • Prior customer sales experience is a plus.
  • Excellent computer skills.
  • Ability to handle disruptions in your day and re-focus.
  • Ability to meet KPIs.
  • Attention to detail and accuracy.
  • Ability to problem-solve and think on your feet.
  • Ability to work all hours is a must, which includes nights and weekends.
  • Team player.
Responsibilities
  • Answer incoming calls to the firm and quickly direct them to the appropriate party, whether it's a new intake to be completed by you, a current client needing to speak with their legal team, or a provider calling about a current case, etc.
  • To build assurance and use empathy throughout the call as you gather contact information and case details, and verify that all the information is correct to evaluate their potential case.
  • Evaluate potential cases using our firm's case criteria.
  • If a potential case meets our case criteria and becomes a "want," you will assist the potential new client (PNC) with e-signing documentation, schedule investigators to meet with PNCs, or schedule them to come to one of our local offices to sign. If there is hesitation, it is your job to sell the firm and our services.
  • If a potential case is not a "want," whether it's because it doesn't meet our firm's case criteria, or if it's a case outside of our practice area, etc., you will facilitate them getting in touch with one of our many referral partners.
  • Exhibit good call control and flow. You will need to guide the potential client through the questionnaire and keep call times within the targeted call time.
  • Fill out all required fields for the intake correctly in the case management system (Lifity).
  • Ask all questions within the case type questionnaire, and fill out all questions within the questionnaire.
  • Use suggested phrases and selling points.
  • Complete tasks assigned on their due date.
  • Assist in any other additional tasks assigned to intake.
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